ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 574 filers reported holding ESSENTIAL UTILS INC in Q3 2023. The put-call ratio across all filers is 5.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $582,649 | -14.8% | 16,972 | -1.0% | 0.01% | -10.0% |
| Q2 2023 | $683,858 | -8.6% | 17,135 | 0.0% | 0.01% | -23.1% |
| Q1 2023 | $747,943 | -8.5% | 17,135 | 0.0% | 0.01% | -23.5% |
| Q4 2022 | $817,854 | +34.3% | 17,135 | +16.4% | 0.02% | +21.4% |
| Q3 2022 | $609,000 | -8.7% | 14,715 | +1.1% | 0.01% | -12.5% |
| Q2 2022 | $667,000 | -10.3% | 14,557 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $744,000 | -4.7% | 14,557 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $781,000 | +16.2% | 14,557 | -0.3% | 0.02% | 0.0% |
| Q3 2021 | $672,000 | -0.7% | 14,601 | -1.6% | 0.02% | 0.0% |
| Q2 2021 | $677,000 | +31.7% | 14,835 | +29.1% | 0.02% | +23.1% |
| Q1 2021 | $514,000 | -5.3% | 11,493 | 0.0% | 0.01% | -13.3% |
| Q4 2020 | $543,000 | -8.7% | 11,493 | -22.4% | 0.02% | -21.1% |
| Q3 2020 | $595,000 | +26.3% | 14,807 | +32.7% | 0.02% | +18.8% |
| Q2 2020 | $471,000 | +5.4% | 11,157 | +1.5% | 0.02% | -11.1% |
| Q1 2020 | $447,000 | – | 10,994 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coann Capital LLC | 171,374 | $9,201,000 | 5.02% |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56,367,000 | 3.66% |
| Wills Financial Group, Inc. | 156,689 | $8,412,000 | 3.33% |
| Blossom Wealth Management | 9,085 | $488,000 | 2.40% |
| Silver Lake Advisory, LLC | 81,765 | $4,390,000 | 2.03% |
| FIRST NATIONAL CORP /MA/ /ADV | 140,060 | $7,520,000 | 1.68% |
| Electron Capital Partners, LLC | 540,449 | $29,017,000 | 1.49% |
| Cutter & CO Brokerage, Inc. | 98,125 | $5,268,000 | 1.44% |
| Addison Capital Co | 57,326 | $3,078,000 | 1.38% |
| ELCO Management Co., LLC | 34,841 | $1,871,000 | 1.34% |